See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,310 | $96,635+1.7% | $86,612+13.5% | $139,434-29.5% |
| Participation rate | 63.6% | 74.4%-10.8pp | 71.7%-8.1pp | 80.3%-16.7pp |
| Annual return | 10.80% | 106.41%-95.6pp | 591.07%-580.3pp | 372.94%-362.1pp |
| Employer contribution / active EE | $3,199 | $3,263-2.0% | $3,022+5.8% | $4,751-32.7% |
| Participant deferral / active EE | $3,437 | $4,836-28.9% | $4,438-22.5% | $6,710-48.8% |
| Admin fee / account holder | $4,760 | $6,408-25.7% | $5,614-15.2% | $11,403-58.3% |